VICOR CORP
Vicor designs, develops, manufactures, and markets modular power components and power systems that convert electrical power for electronic equipment and other applications. It serves customers including original equipment manufacturers and their contract manufacturers in data centers and enterprise computing, aerospace and aviation, defense, industrial equipment, instrumentation and test equipment, transportation, telecommunications, and vehicles. Its offerings include Advanced Products for its proprietary Factorized Power Architecture and Brick Products for conventional power architectures, as well as electrical and mechanical accessories, configurable power systems, and custom power solutions. Vicor also earns money through licensing its intellectual property and royalty arrangements. Vicor is headquartered in Andover, Massachusetts, where its manufacturing facility is located. It sells through a direct sales force, distributors, and regional technical support centers, and provides application engineering and online design tools to customers and channel partners.
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ETFs were net sellers of Vicor (VICR) on Monday, with JTEK exiting its entire 76,119-share position. Vicor reported $560.7M revenue, up 35% YoY, with a $7.5B market cap. The stock trades at a P/E of 42.37, P/B of 8.23, and P/S of 13.64, up 47.52% YTD.
Davies Philip D (Corp. VP-Global Sales & Mktg.) sold 3,073 shares of VICOR CORP (VICR) at an average of $183.26 ($175.00–$192.07, $0.56M total) across 12 trades on 2026-11-02 under a Rule 10b5-1 trading plan.
Vicor (VICR) and Synopsys (SNPS) are benefiting from AI-driven semiconductor growth. VICR reported 45% sequential growth in Advanced Products revenue and expects $600M in 2026 revenue. SNPS saw 42.4% year-over-year revenue growth and raised fiscal 2026 guidance. Both companies show strong growth prospects in the AI and semiconductor sectors.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning VICR (VICOR CORP). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent VICR coverage spans financial news, earnings and insider activity.
In the last 30 days, VICR insiders filed 12 SEC Form 4 transactions — no purchases and 12 sales ($563K). The most active reporter was Davies Philip D, Corp. VP-Global Sales & Mktg., with 12 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The large ETF sell‑off is likely to create short‑term downward pressure on VICR shares.
Routine 10b5-1 insider selling, likely neutral to mildly negative for sentiment, with limited fundamental signal.
Positive fundamental momentum for Vicor, driven by Advanced Products growth, rising backlog, and incremental royalty/licensing contribution.
Vicor likely to see continued buying pressure as investors link its hardware exposure to Meta's AI spend.
Likely upside as the market prices in stronger demand for power delivery to AI data centers.
AlphAI scores every news story that mentions VICR with an AI model for sentiment and relevance, and aggregates insider trades from VICOR CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
ETFs were net sellers of Vicor (VICR) on Monday, with JTEK exiting its entire 76,119-share position. Vicor reported $560.7M revenue, up 35% YoY, with a $7.5B market cap. The stock trades at a P/E of 42.37, P/B of 8.23, and P/S of 13.64, up 47.52% YTD.
Davies Philip D (Corp. VP-Global Sales & Mktg.) sold 3,073 shares of VICOR CORP (VICR) at an average of $183.26 ($175.00–$192.07, $0.56M total) across 12 trades on 2026-11-02 under a Rule 10b5-1 trading plan.
Vicor (VICR) and Synopsys (SNPS) are benefiting from AI-driven semiconductor growth. VICR reported 45% sequential growth in Advanced Products revenue and expects $600M in 2026 revenue. SNPS saw 42.4% year-over-year revenue growth and raised fiscal 2026 guidance. Both companies show strong growth prospects in the AI and semiconductor sectors.
Vicor (VICR) and TTM Technologies (TTMI) shares rose 11% and 10% respectively after Meta (META) announced a $95 billion stock raise for AI infrastructure. Vicor's Q3 revenue grew 78.5% to $197.1 million, with analysts expecting revenue to more than double by 2027. Meta's spending plans are seen as positive for hardware suppliers.
Google (GOOGL) and Redwire (RDW) are exploring orbital AI computing infrastructure due to terrestrial constraints. Bloomberg Intelligence forecasts the AI accelerator market to reach $1.4T by 2030, up from $560B. Companies like Amazon (AMZN), Micron (MU), and Vicor (VICR) are investing heavily to meet demand, with supply shortages persisting. AI infrastructure is becoming geographically constrained, leading to innovative solutions like space-based data centers.
Vicor Corporation (VICR) stock rose 12.95% after reporting Q3 2026 revenue of $197.1M, up 78.5% YoY, with gross margin at 68.3%. The company's backlog and operating cash flow increased, driven by AI and high-performance systems demand. VICR is expanding capacity and faces an ITC investigation. Analysts raised price targets to $350-$360.
Argus lowered its price target for Vicor Corporation (VICR) to $245.00. The company produces modular power components and systems for electrical power conversion.
Needham reiterated a Buy rating on Vicor with a $350 price target, implying 83.6% upside. The company reported 3Q26 revenue growth of 37.5% quarter-over-quarter and 78.5% year-over-year, exceeding expectations. Vicor plans to expand manufacturing capacity fivefold with new facilities.
Vicor (VICR) reported Q3 2026 revenue of $197.1M, up 37.5% sequentially and 78.5% year-over-year. The company expects 10% Q4 product revenue growth and at least $43M in royalty revenue, with Fab-2 equipment deployment targeted for Q2 2027.
Vicor Corp (VICR) shares fell 12.9% to $191.50 on October 16, 2026. GF Value™ estimates fair value at $72.20, indicating a 165.2% overvaluation. Insiders sold $424.1M worth of stock over the past year. The company has a GF Score™ of 81/100, with strong growth but weak valuation. P/E ratio is 61.5x, below its 5-year median of 74.0x.
